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Sponsor portfolio

STACH & LIU, LLC

EIN 20-4391540-Latest filing 2025
Plans
2
Retirement
1
$29.7M assets
Welfare
1
$2.9M premiums
Participants
626
3409 N 7TH AVE, UNIT 2048 - PHOENIX, AZ 85013480-213-9584
Plans on this EIN
2 filings
#001401k-$29.7M - 390 part#501Fully Insured-$2.9M - 1,158 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 1,158 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Dental$195K
  • Vision$167K
  • Life$167K
  • Short-term disability$167K
  • Long-term disability$167K
Total $2.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNITED HEALTHCARE INSURANCE COMPANY88%
  • DELTA DENTAL OF CALIFORNIA7%
  • SUN LIFE ASSURANCE COMPANY OF CANADA6%
Total $2.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • SEQUOIA BENEFITS & INS SVCS LLC64%
  • BROWN & BROWN INSURANCE SERVICES36%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC1%
  • THE HAY'S GROUP INC-0%
  • HAYS COMPANIES, INC.-1%
Total $152K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STACH & LIU, LLC. 401(K) PLAN

401k

Assets$29.7M
Participants390
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STACH & LIU, LLC DBA BISHOP FOX GROUP BENEFIT PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$2.9M
Covered lives1,158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STACH & LIU, LLC. 401(K) PLAN401k$29.7M3902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STACH & LIU, LLC DBA BISHOP FOX GROUP BENEFIT PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$2.9M1,1582025
Retirement plans
Welfare plans
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